Available Materials
| BUS 440: Personal Investment Management |
Available Materials |
|
| Class Materials | |
| Course Syllabus Updated 9/21! | |
| Topic 1 Notes | |
| Topic 2 Notes | |
| Topic 3 Notes | |
| Topic 4 Notes | |
| Topic 5 Notes | |
| Topic 6 Notes | |
| Topic 7 Notes | |
| Topic 8 Notes | |
| Topic 9 Notes | |
| Topic 10 Notes | |
| Topic 11 Notes New! | |
| Additional Handout | |
| Exchange Traded Funds | |
| Principles of Investing | |
| Risk Tolerance Quiz | |
| Investment Policy Statement | |
| Traditional IRA vs. Roth IRA | |
| Investing for Retirement | |
| Retirement Ballpark Worksheet New! | |
| Downturns and Recoveries New! | |
| Taxes and Investment Performance New! | |
| Periodic Table of Investment Returns New! | |
| Virtual Stock Exchange | |
| Online Trading Simulation | |
| Homework Assignments | |
| Assignment 1 | |
| Assignment 2 | |
| Assignment 3 | |
| Assignment 4 | |
| Assignment 5 | |
| Assignment 6 New! | |
| Assignment 7 New! | |
| Midterm Project | |
| Midterm Project | |
| Final Project | |
| Final Project New! | |